Lam Research Corporation (NASDAQ:LRCX) Earns Consensus "Moderate Buy" Rating from 34 Analysts

1. Thirty-four brokerages give Lam Research a consensus "Moderate Buy" rating with 28 buy and 6 hold recommendations Newsworthy Reliable Very positive
2. The average 12-month price target for Lam Research is $358.67 according to recent analyst reports Newsworthy Reliable Very positive
3. Recent research upgrades include Morgan Stanley raising target to $404 and Bank of America to $480 with buy or overweight ratings Relevant Reliable Very positive
4. Lam Research reported Q1 2026 earnings of $1.47 per share, beating estimates by $0.11 and revenue up 23.8% year-over-year Newsworthy Reliable Very positive
5. The company set Q4 2026 EPS guidance range of $1.50 to $1.80; annual EPS expected to be 5.68 for 2026 Newsworthy Reliable Very positive
6. Lam Research declared a quarterly dividend of $0.26 per share paid on July 8, representing a 0.3% yield and 19.62% payout ratio Relevant Reliable Positive
7. Company insiders sold over 104,000 shares worth $33.8 million in the last 90 days under pre-arranged trading plans Relevant Reliable Neutral
8. Institutional investors hold 84.61% of Lam Research stock with recent notable position increases and new stakes reported Relevant Reliable Positive

Type: standard news · Analysis confidence: 95%

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